Puff Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Puff Wealth Management’s Portfolio UCON Stock Details UCON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Buy	+54,457	New	+$1.36M	1.38%	22
2025 Q4	$1.62M	Sell	64,513 -9,392	-13%	-$237K	2.1%	17
2025 Q3	$1.86M	Sell	73,905 -4,652	-6%	-$116K	2.83%	12
2025 Q2	$1.96M	Sell	78,557 -4,245	-5%	-$105K	1.42%	23
2025 Q1	$2.05M	Buy	82,802 +1,079	+1%	+$26.7K	1.92%	18
2024 Q4	$2.01M	Buy	+81,723	New	+$2.03M	3.51%	10

Other funds holding UCON

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Puff Wealth Management's UCON Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Smith Unconstrained Bond ETF (UCON) in Q2 2026: 54,457 shares worth $1.35M. The stake represents 1.38% of the portfolio and ranks #22 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in UCON as recently as Q4 2025.

Puff Wealth Management first reported a position in UCON in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.05M in Q1 2025. 273 funds tracked by Wall St. Rank hold UCON as of Q2 2026.

Puff Wealth Management held 54,457 shares of First Trust Smith Unconstrained Bond ETF worth $1.35M as of Q2 2026.
First Trust Smith Unconstrained Bond ETF was a new Puff Wealth Management position in Q2 2026.
First Trust Smith Unconstrained Bond ETF made up 1.38% of Puff Wealth Management's portfolio in Q2 2026, its #22 holding.
Puff Wealth Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q4 2024 and has held it in 6 quarters since.
Puff Wealth Management's First Trust Smith Unconstrained Bond ETF position peaked at $2.05M in Q1 2025.
273 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.